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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,472 hedge funds and large institutions have $25.5B invested in Vanguard Dividend Appreciation ETF in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 652 increasing their positions, 470 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+36
Holders Change %
+2.51%
% of All Funds
25.7%
Holding in Top 10
209
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.24%
% of All Funds
3.65%
New
109
Increased
652
Reduced
470
Closed
49
Calls
$57.5M
Puts
$48.5M
Net Calls
+$9.03M
Net Calls Change
+$2.01M

Top Buyers

1
TF
Trek Financial
Arizona
+$117M
2
AI
Atria Investments
North Carolina
+$98.4M
3
VWM
Venturi Wealth Management
Texas
+$95M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$54.2M
5
IC
Inscription Capital
Texas
+$44.4M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$864M
2
Charles Schwab
Charles Schwab
California
-$87.4M
3
Bank of America
Bank of America
North Carolina
-$48.4M
4
EGA
E&G Advisors
Texas
-$40.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
951
BNC Wealth Management
Oregon
$696K -$1.86K -12 -0.3%
SCM
952
SOL Capital Management
Maryland
$687K +$4.8K +31 +0.7%
RIM
953
Rockbridge Investment Management
New York
$681K -$3.72K -24 -0.5%
CM
954
Capital Management
Virginia
$681K – – –
CL
955
Choreo LLC
Illinois
$674K – – –
NSB
956
Norway Savings Bank
Maine
$673K +$476K +3,070 +241%
Neuberger Berman Group
957
Neuberger Berman Group
New York
$665K +$105K +677 +19%
CANC
958
Culbertson A N & Co
Virginia
$661K – – –
KC
959
Kingfisher Capital
North Carolina
$657K +$155 +1 +0%
DBT
960
Dubuque Bank & Trust
Iowa
$653K -$3.25K -21 -0.5%
SFWA
961
Summit Financial Wealth Advisors
Louisiana
$653K – – –
AWP
962
Ascent Wealth Partners
New York
$652K -$15.3K -99 -2%
Betterment LLC
963
Betterment LLC
New York
$650K -$25.7K -166 -4%
SS
964
Simplicity Solutions
Minnesota
$650K +$650K +4,201 New
PWMAG
965
Pinnacle Wealth Management Advisory Group
New Jersey
$643K – – –
WCM
966
Weik Capital Management
Pennsylvania
$642K +$106K +685 +20%
PFM
967
Parsec Financial Management
North Carolina
$641K +$17.5K +113 +3%
CCT
968
Capital City Trust
Florida
$639K -$18.6K -120 -3%
RFN
969
RDA Financial Network
Iowa
$639K -$5.88K -38 -0.9%
ADL
970
Asset Dedication LLC
California
$639K +$48.5K +314 +8%
PPW
971
Pasadena Private Wealth
California
$638K +$64.7K +418 +11%
VFP
972
Verus Financial Partners
Virginia
$636K +$2.83K +18 +0.4%
VCP
973
Vista Capital Partners
Oregon
$635K +$635K +4,102 New
FFG
974
Frisch Financial Group
New York
$634K +$2.63K +17 +0.4%
BMWM
975
Brown Miller Wealth Management
Virginia
$633K +$30.5K +197 +5%
37 38
39
40 41